LiveChat4Dynamics

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LiveChat4Dynamics is a seamless integration tool that brings live chat functionality directly into Dynamics 365 CRM. It provides a unified platform to connect, track, and engage website visitors effortlessly, eliminating the need to switch between multiple platforms. Key Features: Instant Chatting for Website Visitors Instant Notification within CRM Create a CRM Record from LiveChat (OOB or any Custom Entity) Track Conversation History within CRM

Translate4Dynamics

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Translate4Dynamics is a solution built specifically for Dynamics 365 CRM, allowing you to effortlessly translate column values in real-time.

Backup4Dynamics

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Backup4Dynamics is an automated backup and recovery solution for Microsoft Dynamics 365 CRM and Dataverse. It helps businesses protect critical CRM data from accidental deletion, data corruption, failed imports, integration issues, and other unexpected incidents. With automated backups, granular restore, point-in-time recovery, and flexible retention options, Backup4Dynamics helps organizations protect their data and recover when something goes wrong. A reliable backup strategy is essential for organizations that depend on Dynamics 365 for customer and business data. Backup4Dynamics gives administrators greater control over how CRM data is backed up, retained, monitored, and restored, helping reduce the risk of data loss and business disruption. Key Features of Backup4Dynamics • Automated Backups – Schedule daily, weekly, or monthly backups, or run backups on demand. • Granular Restore – Restore specific records, fields, or entity data without restoring the entire CRM environment. • Point-in-Time Recovery – Recover data from a specific date and time to address accidental changes, deletions, or data issues. • Long-Term Retention – Retain backups for extended periods based on your organization's business and compliance requirements. • Comprehensive Data Protection – Back up CRM records, attachments, and notes to protect critical Dynamics 365 data. • Delta Data Backup – Back up only changed data to improve backup efficiency and reduce storage requirements. • Backup Monitoring – Monitor backup and restore activities, job status, and failures through a centralized dashboard. • BYOS & Immutable Storage – Use your own Azure Storage account and protect backup data against unauthorized modification or deletion. How Backup4Dynamics Helps Backup4Dynamics provides a practical approach to Dynamics 365 backup and recovery. Administrators can restore only the data they need instead of recovering an entire environment, helping minimize downtime and disruption. Granular restore and point-in-time recovery are especially useful when dealing with accidental record deletion, unwanted changes, failed imports, or integration issues. Flexible retention options also help organizations maintain historical backups for longer periods. With features such as BYOS, immutable storage, and backup monitoring, businesses can maintain greater control and visibility over their backup data. Whether you need Dynamics 365 CRM backup, granular data recovery, long-term backup retention, or disaster recovery capabilities, Backup4Dynamics helps protect business-critical CRM data and support business continuity.

Attach2Dynamics

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Attach2Dynamics Attach2Dynamics integrates with multiple cloud storages like SharePoint, Dropbox and Azure Blob Storage to provide seamless attachment management from within Dynamics 365 CRM. With its user-friendly UI, users can perform multiple actions such drag & drop files/folders, upload/download files/folder, create, email, delete, preview files/folders, etc. with ease. It enables easy storage and management of attachments in a cloud storage of your choice. With bulk migration of Email/Notes/Sales Literature to cloud storages the issue of running out of disk space in CRM is now virtually non-existent. Attach2Dynamics is available for all deployment models beginning Dynamics 365 8.2 and Dataverse (Power Apps). Features • Drag and Drop: Drag and drop files/folders to Dropbox, SharePoint, and Azure Blob Storage • File Management: Upload/ Download multiple files or folder to all three cloud storages with ease. • Create Folders: Create folders as per requirement on cloud storages • Anonymous Link: Generate anonymous link of files and folders to share multiple files/attachments from Dynamics 365 CRM • Search: Deep Search files in the current and child folders to easily find a specific file • Email: Directly attach files or link of file(s) from cloud storages to a Dynamics 365 CRM email • Copy/Move Attachments: Copy/Move Notes, Email, and Sales Literature Attachments to cloud storage systems • Bulk Move Attachments: Move history Notes/Email/Sales Literature attachments in bulk to cloud storages • Access Control of Actions: Supervise user actions on use of various features of Attach2Dynamics such as Upload, Download, Email, etc. with Security Templates • Delete: Delete unwanted files from all three cloud storages • View Files: Preview files before downloading or sharing them • Single Sign-on: Perform all actions in the context of logged-in user • Open Folder: Open folders present on SharePoint Site directly using Attach2Dynamics UI

Alerts4Dynamics

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Alerts4Dynamics is a productivity app to add, schedule, and manage Alerts & Notifications in Dynamics 365 CRM. It gives provision to create multiple types of alerts, like Record-based, Rule-based and Event-based alerts which can be notified using different modes – Pop-ups, Email & Form notifications. These notifications can be created and displayed indefinitely or for a defined scheduled period. The notification button is available on all entities and can be accessed from anywhere in the CRM. Alerts4Dynamics is available for Dynamics CRM 9.x and above, Dataverse (Power Apps). It supports the following deployment models - On-Premises & Online. Features • Entity Support: Create and manage alerts for both OOB as well as Custom Entities. • Types of Alerts: Create Announcement, Rule-Based, Record-Based, and Event-Based alerts. • Alert Users: Alerts can be shown as Pop-ups or Form Notifications to Dynamics 365 CRM users and also can be sent as Email to Dynamics 365 CRM users or to customers (external audiences). • Alert levels: Alerts can be categorized as Information, Warning, or Critical. • Log of Alerts: View log of ‘Read/Dismissed’ alerts by users. • Notification Visibility Period: Define process start date from when the notifications will start getting created and process end date when the creation of new notifications will stop. Also, you can define how long the Notification would be visible. • Define Audience: Alerts can be configured to be shown to a particular set of audiences as well as dynamic audiences. • Globally Accessible: View alerts from anywhere in Dynamics 365 CRM. • Multiple Notifications: Create multiple notifications for a single alert. • Multiple Language Support: Alert messages can be created in multiple languages. • User Preference: User is given the choice to select the mode to receive alerts i.e., through Pop-ups or Email Notifications. • Dismissible/Non-Dismissible Alerts: Provision to configure the alerts as dismissible or non-dismissible. • Auto-dismissible Alerts: Provision to configure the alerts as auto-dismissible/non-auto dismissible.